Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (57)
Highest in Peer Group (85)

Plan Description

Walmart 401k Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Total Plan Cost. Walmart 401k Plan currently has over 1,486,000 active participants and over $22.4B in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (56) and the top rated plan (85) could equate to:
14
Additional years of work
152,634
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 1/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 508 Sw 8th Street
  • Location
    Bentonville , AR
  • 72716-0295
  • Industry
    Retail Trade
  • Administrator
    Sally Welborn
  • Net Plan Assets
    $22,400,000,000
  • Total Participants
    1,490,000
  • Avg Account Balance
    $24,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor
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Investments

Investment Menu Stats

# of Investment Options

37

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock Russell Large Cap Index 19%
N/A
Wal-Mart Stores, Inc. Common Stock 17%
N/A
BlackRock MSCI ACWI ex-U.S. IMI Index 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Bank of America Merrill Lynch
Investment Adviser
Russell Investments
Corporate Trustee
Northern Trust
Auditor
Ernst & Young

Articles and Questions